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Our financial advice team


Barbara Barletta

Associate Advisor

The Pinnacle Group
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Consulting on potential benefits and risks of IRA rollovers
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Saving for Education

Education

  • Bachelor of Science, Accounting, Brooklyn College, Brooklyn, NY

Interests

Outside of work, I enjoy spending time with my children and grandchildren and their families, my fianc�, and family and friends. My fianc� and I enjoy boating and being on the water, in addition to fishing.

When I am not with my family or on the water, I enjoy bicycle riding, sewing, and painting.